Fund shareholders of Broadridge Financial Solutions Inc
ISIN US11133T1034 · United States · LEI 549300KZDJZQ2YIHRC28
- Fund shareholders
- 792
- Of which ETFs
- 232 560 other funds
- Value held
- 6.6B $ 799.2M SEK · 4.4M €
- Share of capital
- 35.9 % of 114M shares on Jul 31, 2026
792 funds hold this company. This table lists the 787 that declare it in a regulatory filing. The other 5 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares ESG Optimized MSCI USA Min Vol Factor ETF iShares Trust | 167 | 25.7K $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Ex-Financials ETF ProShares Trust | 165 | 30.7K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 161 | 26.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cicero-Optimum US Sector Fund Cicero Fonder AB | 156 | 240K SEK | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 155 | 28.8K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Variable Trust | 155 | 25.2K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 154 | 28.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 152 | 24.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 151 | 23.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 143 | 23.2K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 142 | 21.9K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 140 | 216.7K SEK | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 138 | 25.7K $ | 0.04 % | 0.00 % | as of Feb 27, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 137 | 21.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nordea Stiftelse- och Donationsmedelsfond Nordea Funds Ab | 133 | 205.5K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 133 | 21.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 133 | 20.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 124 | 19.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 120 | 19.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II | 118 | 18.2K $ | 0.45 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 115 | 18.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 115 | 18.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 112 | 18.2K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 102 | 19K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 16.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 91 | 14K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 90 | 13.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 89 | 14.5K $ | 0.48 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 88 | 136.2K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 88 | 14.3K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 80 | 13K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 79 | 14.7K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 76 | 12.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BULL PROFUND ProFunds | 75 | 11.5K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 74 | 12K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 72 | 11.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP BULL ProFunds | 71 | 11.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 67 | 10.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 66 | 10.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 65 | 10.6K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 59 | 9.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 58 | 9.4K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategy Fund VALIC Co I | 57 | 10.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Storebrand Global Developed Markets Storebrand Asset Management AS | 52 | 80.5K SEK | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 51 | 8.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 50 | 8.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 50 | 8.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 49 | 8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 49 | 8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 46 | 7.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 44 | 6.8K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 43 | 8.5K $ | 0.13 % | 0.00 % | as of Jan 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 42 | 6.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 40 | 6.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Monopoly ETF Strategy Shares | 39 | 6K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Guinness Atkinson US Dividend Builder ETF GUINNESS ATKINSON FUNDS | 36 | 5.8K $ | 2.49 % | 0.00 % | as of Mar 31, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 33 | 5.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Large Cap Fund Steward Funds Inc | 30 | 4.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 29 | 4.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 29 | 4.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 26 | 4.8K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 26 | 4.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 23 | 3.5K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust | 22 | 3.4K $ | 0.64 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 19 | 2.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 13 | 2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 11 | 1.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 11 | 1.7K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 9 | 1.4K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 8 | 1.5K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 7 | 1.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 7 | 1.1K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 6 | 923.9 $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 6 | 923.9 $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 4 | 649.9 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 3 | 557.6 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 1 | 162.5 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 1 | 162.5 $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 1 | 162.5 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SANTALUCIA QUALITY ACCIONES, FI SANTA LUCIA ASSET MANAGEMENT, SGIIC, S.A. | 2.7M € | 1.90 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 520K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 465.9K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| AZVALOR MANAGERS, FI AZVALOR ASSET MANAGEMENT, SGIIC, S.A. | 306.1K € | 0.17 % | as of Dec 31, 2025 ↗ | ||
| DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. | 277.1K € | 0.08 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 111K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 52K € | 0.06 % | as of Dec 31, 2025 ↗ | ||
| GESCONSULT, FI GESCONSULT/GOOD GOVERNANCE RV USA GESCONSULT, S.A., S.G.I.I.C. | 6.1K € | 0.16 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust | 4.57 % | as of Mar 31, 2026 ↗ |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 4.51 % | as of Feb 28, 2026 ↗ |
| SouthernSun U.S. Equity Fund ADVISORS' INNER CIRCLE III | 4.12 % | as of Mar 31, 2026 ↗ |
| Jensen Quality Mid Cap Fund Trust for Professional Managers | 3.80 % | as of Feb 28, 2026 ↗ |
| Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II | 3.69 % | as of Feb 28, 2026 ↗ |
| AdvisorShares Focused Equity ETF AdvisorShares Trust | 3.04 % | as of Mar 31, 2026 ↗ |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 2.64 % | as of Mar 31, 2026 ↗ |
| AVE MARIA GROWTH FUND Schwartz Investment Trust | 2.55 % | as of Mar 31, 2026 ↗ |
| Jensen Quality Growth ETF Trust for Professional Managers | 2.52 % | as of Feb 28, 2026 ↗ |
| Guinness Atkinson US Dividend Builder ETF GUINNESS ATKINSON FUNDS | 2.49 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 727 | +15 | 40,379,267 | +0.9 % |
| 2026Q1 | 712 | -36 | 40,035,196 | -2.7 % |
| 2025Q4 | 748 | +22 | 41,133,557 | -4.1 % |
| 2025Q3 | 726 | +34 | 42,898,829 | +1.6 % |
| 2025Q2 | 692 | +45 | 42,239,709 | +2.0 % |
| 2025Q1 | 647 | -34 | 41,429,626 | -2.4 % |
| 2024Q4 | 681 | +7 | 42,467,172 | -2.3 % |
| 2024Q3 | 674 | +2 | 43,465,565 | +0.0 % |
| 2024Q2 | 672 | +42 | 43,456,680 | +4.8 % |
| 2024Q1 | 630 | +2 | 41,481,880 | -5.6 % |
| 2023Q4 | 628 | 43,938,015 |
Institutional managers
1,041 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 11,005,949 | 1.8B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 5,507,746 | 900.2M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 3,713,490 | 828.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,465,122 | 561.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,375,831 | 548.5M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 2,484,197 | 403.6M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 2,098,938 | 341M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,026,373 | 329.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,018,494 | 328M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,851,565 | 304.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,795,229 | 291.7M $ | as of Mar 31, 2026 |
| VAN ECK ASSOCIATES CORP | 1,685,383 | 273.8K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,664,274 | 270.4M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,620,118 | 263.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,514,387 | 247.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 1,427,892 | 232M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,189,002 | 193.2K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,064,602 | 173M $ | as of Mar 31, 2026 |
| Amundi | 1,059,021 | 172.1M $ | as of Mar 31, 2026 |
| Navera Investment Management Ltd. | 1,044,983 | 169.8M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,033,396 | 167.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,015,271 | 165M $ | as of Mar 31, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 984,588 | 160M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 954,197 | 155M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 865,540 | 140.6K $ | as of Mar 31, 2026 |
Declared shareholders of Broadridge Financial Solutions Inc
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.52 % | 8,782,308 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.47 % | 6,392,831 | as of Mar 31, 2026 · SCHEDULE 13G |
| STATE STREET CORPORATION | 4.70 % | 5,511,408 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Broadridge Financial Solutions Inc
95 funds declare 131 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Broadridge Financial Solutions Inc". https://titelia.com/en/stocks/broadridge-financial-solutions-inc-US11133T1034